Explain your role for the organization and O3.

Short explanation of what O3 is for your organization - functions and benefits.

State the objective for the course session: learn how to navigate the software and perform basic functions.

Encourage users not to reinvent the wheel! Show where users can access shared dashboards.

Show where users can access templated dashbaords.

Explain the views for dashboards: My Dashboards versus Shared.

Explain Dashboard Collections and how your organization will use these.

HINT: make sure the correct Project is showing. The Dashboards page looks the same for all Projects but access levels will vary.

Explain that Owners of the dashboard can make edits. Anyone can clone and make an existing dashboard their own.

Show the header-level settings to change, such as Name and Owner.

Show how to add widgets: search for widgets by key word or category. Add as many widgets as you want to check them out - you can always delete them later!

TIP: for commonly used widgets such as query tiles, you can add the same one multiple times and change the filter for each. Ex: Add the same IWP query tile but adjust the filter to different companies and rename the widget to reflect that filtered data.

Show how to be an artist: move widgets, expand them, shrink them, etc.

Conduct overview of basic widget filters and functions.

Show users how to share dashbaords with Roles or specific people.

Show how to print a widget or full dashboard widget list in order to email or share with another user (old school).

Show users how to start a conversation using the Intercom Icon.

Identify the emails or people in your organization to assist with permission upgrades and user settings.

Tell users to email [email protected] for technical issues.

Explain how the product request process works at your organization.